Integration with LexisNexis online content allows you to easily perform context-specific searches for people, organizations, issues, and case law.
Research menus are available on the following spreadsheets:
| • | Research - Authorities and Extracts |
Research menus are accessible in two places for the same record:
| • | Full Name field by clicking the drop-down menu  |
| • | Home ribbon and clicking on the 'Research' button for the current spreadsheet (e.g., Research Authority button  ) |
The same menu is accessed from both locations. Research menus differ depending on which type of case record you are working on. For example, the Research menu options for the Authorities spreadsheet are different than those for the Organizations spreadsheet.
| 1. | In the Case Shortcuts pane, click the icon for the spreadsheet you want to use. |
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You must open the All Objects, Persons, Organizations, Issues, Research - Authorities, or Research - Authorities or Extracts spreadsheet to use this feature.
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| 2. | On the Home ribbon, click New Record, and then select the applicable spreadsheet type (e.g., Persons). |
| • | All Objects — Research button |
| • | Persons — Research Persons button |
| • | Organizations — Research Organizations button |
| • | Authorities — Research Authority button |
| 3. | On each of these menus, select the research item you want to perform. |
| 4. | In the message box, click OK. |
| 5. | Log on to your LexisNexis account for the program you are accessing. |
| 6. | Refer to your LexisNexis documentation for further instructions on completing these steps. |
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| 1. | In the Case Shortcuts pane, under All Shortcuts, click the icon for the Persons or the Organizations spreadsheet. |
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Docket & Document searches can be performed from either the Persons or the Organizations spreadsheets.
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| 2. | In the Persons or the Organizations spreadsheet, click in the Full Name field of the selected record, and then click the drop-down menu button. |
| 3. | From the menu, select Search Dockets & Documents. |
You can also select All Objects under Case Shortcuts, and then click Research Judge > Search Dockets & Documents.
| 4. | In the message box, click OK. |
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You will be prompted to enter you ID and password if you are not already logged in.
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You can turn off or hide the research menus or drop-down options for records in your case.
For more information, see Changing research settings.
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| 1. | In the Case Shortcuts pane, click the icon for the Authorities spreadsheet. |
| 2. | In the Authorities spreadsheet, click in the Name field of the appropriate record, and then click the drop-down menu button. |
| 3. | From the drop-down menu, click Get this document. |
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You will be prompted to enter you ID and password if you are not already logged in.
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The Get a Document - by Citation page displays.
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| 1. | In the Case Shortcuts pane, under All Shortcuts, click the icon for the Persons or the Organizations spreadsheet. |
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Litigation Profile reports can be run from either the Persons or the Organizations spreadsheets.
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| 2. | In the Persons or the Organizations spreadsheet, click in the Full Name field of the selected record, and then click the drop-down menu button. |
| 3. | From the menu, select Run a Litigation Profile Report. |
You can also select All Objects under Case Shortcuts, and then click Research Judge > Run a Litigation Profile Report.
| 4. | In the message box, click OK. |
| 5. | In the Litigation Profile Report Assistant dialog box, verify the information, and click OK. |
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You will be prompted to enter you ID and password if you are not already logged in.
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